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Financial ADVSR advisor directory · SEC adviser records

Sunstone Advisors, LLC financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Sunstone Advisors, LLC office in Irvine, A to Z.

The short answer

3 registered advisors work at Sunstone Advisors, LLC in Irvine, out of 3 at the firm nationwide; it ranks number 79 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Sunstone Advisors, LLC advisors in Irvine, A to Z

Every Sunstone Advisors, LLC advisor →

Sunstone Advisors, LLC advisors in every city and state →Sunstone Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Irvine

All Irvine advisors →

J.P. Morgan Securities LLC 179Wells Fargo Clearing Services, LLC 135Morgan Stanley 101Merrill Lynch, Pierce, Fenner & Smith Incorporated 69LPL Financial LLC 66LPL Enterprise, LLC 59Equitable Advisors, LLC 51Osaic Wealth, Inc. 45Cooper McManus 34Strategic Advisers LLC 30UBS Financial Services Inc. 29Charles Schwab & Co., Inc. 27

Questions

How many financial advisors does Sunstone Advisors, LLC have in Irvine?

3 investment adviser representatives are registered at Sunstone Advisors, LLC offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Sunstone Advisors, LLC one of the largest advisor employers in Irvine?

Sunstone Advisors, LLC ranks number 79 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.

How do I check a Sunstone Advisors, LLC advisor in Irvine?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sunstone Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.